Note: The job is a remote job and is open to candidates in USA. PolicyMe is a Toronto-based startup on a mission to modernize insurance, making it simpler and more accessible. They are seeking a Business Development Representative to manage inbound and outbound engagement, qualify new clients, and optimize conversion strategies.
Responsibilities
- Engage and qualify inbound leads through phone calls, emails, and text to understand their needs, determine fit, book meetings and move them toward a sale
- Operate with urgency to contact new leads quickly, follow up consistently, and manage a high volume of quality outreach
- Own outreach to inbound and warm outbound segments. You will contact clients who’ve requested quotes, started applications, or been approved
- Convert incomplete applications into active opportunities and help clients finish their purchase journey by scheduling meetings or transferring to an advisor
- Re-engage stalled or unresponsive leads to keep the pipeline healthy and full
- Keep your CRM (HubSpot) organized and up-to-date with detailed notes, ensuring seamless handoffs and visibility
- Work closely with the Advisor and Operations teams to optimize lead nurturing strategies and conversion processes
- Meet or exceed monthly conversion and engagement targets
- Represent PolicyMe in a professional and client-centric manner
- Analyze data to identify trends and suggest improvements to outreach strategies
Skills
- Experience or strong interest in sales, business development or client facing roles
- A bachelor's degree in business, marketing, economics, finance or any STEM field
- Strong communication skills with the ability to connect quickly and adapt your approach
- Tech savvy and adaptable, comfortable learning new systems and making adjustments based on data and feedback
- Experience in engaging inbound or outbound leads is considered an asset
- Comfortable working in a CRM (we use HubSpot) and managing detailed follow ups
- Self motivated, results driven, and able to take ownership of your performance
- Strong organizational and time management skills with the ability to balance volume and quality
- A strong desire to grow from a BDR into an Advisory role - we're looking for ambitious, high-potential individuals eager to expand their impact
- A genuine growth mindset; you seek feedback and are always looking to get better
- Extracurricular activities or athletics during your University period is considered an asset
- Bilingual in English & French is considered a great asset, but not required
Benefits
- Generous PTO - 20 vacation days
- A comprehensive benefits plan with premiums paid in full by PolicyMe
- Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
- An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry
- Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)
- Access to stock options based on performance
Company Overview
PolicyMe is a life insurance company. It was founded in 2018, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is https://www.policyme.com.